Overview

We are primarily a fee-based operation with an emphasis on complex financial/retirement planning. We manage all of our own portfolios and manage them to the plan. We are looking at all options, either through succession planning (internal sale), outright sale, or merger.
We use Redtail CRM, MoneyGuidePro Elite, YCharts.
We have good brand recognition and a stellar marketing plan with an average of 2 client referrals a month.


Last Activity
this month
Listing Age
889 days old

Business Data

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Clearing Firm / Custodian

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Resources
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